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5 ਸਰਵੋਤਮ ਕੇਨਰਾ ਰੋਬੇਕੋ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022
ਕੇਨਰਾ ਰੋਬੇਕੋSIP ਦਾ ਸਭ ਤੋਂ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਤਰੀਕਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ. SIP ਜਾਂ ਪ੍ਰਣਾਲੀਗਤਨਿਵੇਸ਼ ਯੋਜਨਾ ਏ ਵਾਂਗ ਕੰਮ ਕਰਦਾ ਹੈਆਵਰਤੀ ਡਿਪਾਜ਼ਿਟ, ਜਿਸ ਵਿੱਚ ਤੁਹਾਨੂੰ ਇੱਕ ਨਿਰਧਾਰਤ ਅੰਤਰਾਲ ਲਈ ਮਹੀਨਾਵਾਰ ਥੋੜ੍ਹੇ ਜਿਹੇ ਪੈਸੇ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।
SIP, ਸਭ ਤੋਂ ਕਿਫਾਇਤੀ ਨਿਵੇਸ਼ ਵਿਧੀ ਹੋਣ ਕਰਕੇ, ਕੋਈ ਵੀ ਸ਼ੁਰੂਆਤ ਕਰ ਸਕਦਾ ਹੈਨਿਵੇਸ਼ ਸਿਰਫ਼ INR 500। ਇੱਕ SIP ਨਾਲ, ਕੋਈ ਵੀ ਆਪਣੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਪਸੰਦਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਵਿਆਹ, ਘਰ/ਕਾਰ ਦੀ ਖਰੀਦ, ਉੱਚ ਸਿੱਖਿਆ, ਆਦਿ।
ਨਿਵੇਸ਼ਕ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹਨਇਕੁਇਟੀ ਫੰਡ, ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਇੱਕ ਆਦਰਸ਼ ਤਰੀਕੇ ਨਾਲ SIP. ਉਹ ਇਕੁਇਟੀ ਦੀਆਂ ਕਮੀਆਂ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਦੇ ਹਨਬਜ਼ਾਰ ਅਤੇ ਸਥਿਰ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨਾ ਯਕੀਨੀ ਬਣਾਓ।
ਕੇਨਰਾ ਰੋਬੇਕੋ ਐਸਆਈਪੀ ਫੰਡ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
SIP ਦੇ ਕੁਝ ਫਾਇਦੇ ਹਨ:
- ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ
- ਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ
- ਲੰਬੇ ਸਮੇਂ ਦੀ ਬੱਚਤ ਦੀ ਆਦਤ
- ਲਚਕਦਾਰ ਅਤੇ ਕਿਫਾਇਤੀ
- ਮਾਰਕੀਟ ਨੂੰ ਸਮਾਂ ਦੇਣ ਦੀ ਕੋਈ ਲੋੜ ਨਹੀਂ
ਇਸ ਤਰ੍ਹਾਂ, ਨਿਵੇਸ਼ਕ ਉਤਸੁਕ ਹਨਇੱਕ SIP ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ ਵਧੀਆ Canara Robeco SIP ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹੋਮਿਉਚੁਅਲ ਫੰਡ ਹੇਠ ਜ਼ਿਕਰ ਕੀਤਾ. ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
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ਇਕੁਇਟੀਜ਼ ਲਈ ਕੇਨਰਾ ਰੋਬੇਕੋ ਦੁਆਰਾ ਸਰਬੋਤਮ SIP ਮਿਉਚੁਅਲ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Canara Robeco Infrastructure Growth ₹152.46
↓ -0.19 ₹883 1,000 -5.5 2.4 47.9 26.2 28.1 41.2 Canara Robeco Consumer Trends Fund Growth ₹104.76
↓ -0.13 ₹1,849 1,000 -3.5 5.8 25.2 15 19.8 26.4 Canara Robeco Emerging Equities Growth ₹241.96
↓ -0.65 ₹25,507 1,000 -3.5 8.1 30.7 13.4 20.6 24 Canara Robeco Equity Tax Saver Growth ₹167.52
↓ -0.69 ₹9,256 500 -3.2 6.7 25.8 12 19.9 23.7 Canara Robeco Bluechip Equity Fund Growth ₹59.18
↓ -0.17 ₹15,312 1,000 -2.8 7.1 26.2 11.7 17.3 22.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Nov 24
T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on (Erstwhile Canara Robeco F.O.R.C.E Fund) The objective of the Fund is to provide long - term capital appreciation by
primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no
assurance that the investment objective of the scheme will be realized. Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on To generate capital appreciation by primarily investing in diversified
mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on (ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of
the scheme will be realized. Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on (Erstwhile Canara Robeco Large Cap+ Fund) The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Bluechip Equity Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
CAGR/Annualized return of 15.5% since its launch. Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (18 Nov 24) ₹152.46 ↓ -0.19 (-0.12 %) Net Assets (Cr) ₹883 on 30 Sep 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio 2.94 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,008 31 Oct 21 ₹16,390 31 Oct 22 ₹18,486 31 Oct 23 ₹21,810 31 Oct 24 ₹35,302 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Nov 24 Duration Returns 1 Month -9% 3 Month -5.5% 6 Month 2.4% 1 Year 47.9% 3 Year 26.2% 5 Year 28.1% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 9% 2021 56.1% 2020 9% 2019 2.3% 2018 -19.1% 2017 40.2% 2016 2.1% 2015 6.7% 2014 69.9% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 3.35 Yr. Shridatta Bhandwaldar 29 Sep 18 6.09 Yr. Data below for Canara Robeco Infrastructure as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 47.56% Utility 12.52% Energy 8.52% Technology 7.58% Financial Services 6.13% Basic Materials 5.74% Communication Services 3.16% Real Estate 1.74% Consumer Cyclical 1.68% Asset Allocation
Asset Class Value Cash 5.38% Equity 94.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325555% ₹46 Cr 1,131,666
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT5% ₹45 Cr 123,401
↓ -20,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹33 Cr 244,750 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328984% ₹31 Cr 977,546 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA4% ₹30 Cr 21,500
↓ -1,500 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 5004003% ₹29 Cr 650,000
↑ 250,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL3% ₹27 Cr 166,100 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN3% ₹26 Cr 320,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5328103% ₹26 Cr 565,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON3% ₹25 Cr 17,450
↑ 2,000 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 16 in Sectoral category. Return for 2023 was 26.4% , 2022 was 6.1% and 2021 was 30.2% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (18 Nov 24) ₹104.76 ↓ -0.13 (-0.12 %) Net Assets (Cr) ₹1,849 on 30 Sep 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 3.08 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,093 31 Oct 21 ₹15,629 31 Oct 22 ₹16,963 31 Oct 23 ₹18,431 31 Oct 24 ₹25,534 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Nov 24 Duration Returns 1 Month -7.5% 3 Month -3.5% 6 Month 5.8% 1 Year 25.2% 3 Year 15% 5 Year 19.8% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.4% 2022 6.1% 2021 30.2% 2020 20.5% 2019 12.8% 2018 2% 2017 41% 2016 3.4% 2015 1.8% 2014 56.3% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 5.09 Yr. Ennette Fernandes 1 Oct 21 3.09 Yr. Data below for Canara Robeco Consumer Trends Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 29.96% Financial Services 29.71% Consumer Defensive 19.29% Industrials 8.11% Communication Services 6.06% Health Care 2.38% Asset Allocation
Asset Class Value Cash 4.5% Equity 95.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC6% ₹104 Cr 2,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹81 Cr 503,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK4% ₹78 Cr 452,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹66 Cr 2,750,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5002514% ₹64 Cr 90,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK3% ₹57 Cr 442,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5329773% ₹49 Cr 49,390 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 5324243% ₹45 Cr 350,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL3% ₹45 Cr 750,000
↑ 75,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UNITDSPR2% ₹43 Cr 300,000 3. Canara Robeco Emerging Equities
CAGR/Annualized return of 17.6% since its launch. Ranked 10 in Large & Mid Cap category. Return for 2023 was 24% , 2022 was -1.6% and 2021 was 37% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (18 Nov 24) ₹241.96 ↓ -0.65 (-0.27 %) Net Assets (Cr) ₹25,507 on 30 Sep 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 2.75 Information Ratio -0.92 Alpha Ratio 4.26 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,722 31 Oct 21 ₹17,309 31 Oct 22 ₹17,557 31 Oct 23 ₹18,680 31 Oct 24 ₹26,236 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Nov 24 Duration Returns 1 Month -6.7% 3 Month -3.5% 6 Month 8.1% 1 Year 30.7% 3 Year 13.4% 5 Year 20.6% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 24% 2022 -1.6% 2021 37% 2020 24.5% 2019 8.7% 2018 -9.3% 2017 52.1% 2016 2.6% 2015 13.1% 2014 96% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 5.09 Yr. Amit Nadekar 28 Aug 23 1.18 Yr. Data below for Canara Robeco Emerging Equities as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.89% Financial Services 19.53% Industrials 13.13% Technology 9.11% Health Care 8.48% Basic Materials 7.36% Consumer Defensive 3.31% Communication Services 2.33% Utility 2.13% Real Estate 0.8% Asset Allocation
Asset Class Value Cash 1.93% Equity 98.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹1,698 Cr 13,141,765
↓ -1,511,858 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008505% ₹1,146 Cr 16,938,108
↑ 301,566 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹1,080 Cr 37,908,293
↑ 94,166 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002514% ₹1,066 Cr 1,495,576
↑ 83,767 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹951 Cr 9,676,216
↑ 121,075 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON4% ₹915 Cr 650,661
↓ -18,268 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH3% ₹815 Cr 5,846,830
↑ 115,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | CHOLAFIN3% ₹786 Cr 6,177,332
↑ 199,694 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹743 Cr 2,980,739
↑ 168,866 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹639 Cr 26,424,287
↑ 2,053,475 4. Canara Robeco Equity Tax Saver
CAGR/Annualized return of 19.5% since its launch. Ranked 36 in ELSS category. Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (18 Nov 24) ₹167.52 ↓ -0.69 (-0.41 %) Net Assets (Cr) ₹9,256 on 30 Sep 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.76 Information Ratio -0.55 Alpha Ratio 2.38 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,944 31 Oct 21 ₹17,411 31 Oct 22 ₹17,614 31 Oct 23 ₹18,822 31 Oct 24 ₹25,753 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Nov 24 Duration Returns 1 Month -5.9% 3 Month -3.2% 6 Month 6.7% 1 Year 25.8% 3 Year 12% 5 Year 19.9% 10 Year 15 Year Since launch 19.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.7% 2022 -0.2% 2021 35.1% 2020 27.4% 2019 10.7% 2018 2.7% 2017 32% 2016 0% 2015 0.6% 2014 45.2% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 3.35 Yr. Shridatta Bhandwaldar 1 Oct 19 5.09 Yr. Data below for Canara Robeco Equity Tax Saver as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 27.3% Consumer Cyclical 14.45% Industrials 10.64% Technology 9.09% Basic Materials 6.63% Health Care 6.53% Consumer Defensive 6.47% Energy 5.56% Communication Services 3.89% Utility 3.62% Real Estate 1.3% Asset Allocation
Asset Class Value Cash 4.53% Equity 95.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹588 Cr 3,387,584
↑ 250,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹559 Cr 4,326,000
↑ 200,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹371 Cr 2,111,310 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹315 Cr 2,362,000
↓ -500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹289 Cr 1,790,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹232 Cr 639,369
↓ -50,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹231 Cr 5,650,988 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹205 Cr 2,495,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹177 Cr 1,528,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS2% ₹165 Cr 415,073 5. Canara Robeco Bluechip Equity Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 52 in Large Cap category. Return for 2023 was 22.2% , 2022 was 0.8% and 2021 was 24.5% . Canara Robeco Bluechip Equity Fund
Growth Launch Date 20 Aug 10 NAV (18 Nov 24) ₹59.18 ↓ -0.17 (-0.29 %) Net Assets (Cr) ₹15,312 on 30 Sep 24 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 2.72 Information Ratio -0.62 Alpha Ratio 3.01 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,603 31 Oct 21 ₹15,922 31 Oct 22 ₹15,948 31 Oct 23 ₹17,079 31 Oct 24 ₹22,819 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Nov 24 Duration Returns 1 Month -4.8% 3 Month -2.8% 6 Month 7.1% 1 Year 26.2% 3 Year 11.7% 5 Year 17.3% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.2% 2022 0.8% 2021 24.5% 2020 23.1% 2019 15.7% 2018 3.4% 2017 31.4% 2016 1.9% 2015 -0.5% 2014 35.9% Fund Manager information for Canara Robeco Bluechip Equity Fund
Name Since Tenure Vishal Mishra 1 Jun 21 3.42 Yr. Shridatta Bhandwaldar 5 Jul 16 8.33 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 30.05% Consumer Cyclical 10.98% Technology 10.58% Health Care 8.91% Industrials 8.9% Consumer Defensive 7.97% Energy 5.31% Communication Services 5% Basic Materials 4.53% Utility 3.66% Real Estate 0.43% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK9% ₹1,272 Cr 7,326,256
↑ 230,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹1,200 Cr 9,285,600 Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY5% ₹721 Cr 4,104,142
↑ 100,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE5% ₹695 Cr 5,216,500
↓ -130,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹623 Cr 3,860,316
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹515 Cr 1,420,992 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹457 Cr 5,575,000
↑ 200,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC3% ₹430 Cr 8,800,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 5325383% ₹389 Cr 351,652
↓ -10,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹382 Cr 9,350,000
SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ?
ਜਾਣਨਾ ਚਾਹੁੰਦੇ ਹੋ ਕਿ ਤੁਹਾਡਾ ਕਿਵੇਂSIP ਨਿਵੇਸ਼ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਖਾਸ ਸਮੇਂ ਲਈ ਮਹੀਨਾਵਾਰ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਵਧੇਗਾ? ਅਸੀਂ ਤੁਹਾਨੂੰ ਇੱਕ ਉਦਾਹਰਣ ਦੇ ਨਾਲ ਸਮਝਾਵਾਂਗੇ।
SIP ਕੈਲਕੁਲੇਟਰ ਜਾਂ SIP ਰਿਟਰਨ ਕੈਲਕੁਲੇਟਰ
SIP ਕੈਲਕੂਲੇਟਰ ਆਮ ਤੌਰ 'ਤੇ ਇਨਪੁਟ ਲੈਂਦੇ ਹਨ ਜਿਵੇਂ ਕਿ SIP ਨਿਵੇਸ਼ ਰਕਮ (ਟੀਚਾ) ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਦੇ ਸਾਲਾਂ ਦੀ ਸੰਖਿਆ, ਉਮੀਦ ਕੀਤੀ ਜਾਂਦੀ ਹੈ।ਮਹਿੰਗਾਈ ਦਰਾਂ (ਕਿਸੇ ਨੂੰ ਇਸ ਲਈ ਲੇਖਾ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ!) ਅਤੇ ਸੰਭਾਵਿਤ ਰਿਟਰਨ। ਇਸ ਲਈ, ਕੋਈ ਟੀਚਾ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਲੋੜੀਂਦੇ SIP ਰਿਟਰਨਾਂ ਦੀ ਗਣਨਾ ਕਰ ਸਕਦਾ ਹੈ!
ਮੰਨ ਲਓ, ਜੇਕਰ ਤੁਸੀਂ 10 ਰੁਪਏ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ,000 10 ਸਾਲਾਂ ਲਈ, ਦੇਖੋ ਕਿ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ-
ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼: INR 10,000
ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ: 10 ਸਾਲ
ਨਿਵੇਸ਼ ਕੀਤੀ ਗਈ ਕੁੱਲ ਰਕਮ: INR 12,00,000
ਲੰਬੇ ਸਮੇਂ ਦੀ ਵਿਕਾਸ ਦਰ (ਲਗਭਗ): 15%
ਦੇ ਅਨੁਸਾਰ ਸੰਭਾਵਿਤ ਰਿਟਰਨsip ਕੈਲਕੁਲੇਟਰ: 27,86,573 ਰੁਪਏ
ਕੁੱਲ ਲਾਭ: 15,86,573 ਰੁਪਏ (ਸੰਪੂਰਨ ਵਾਪਸੀ= 132.2%)
ਉਪਰੋਕਤ ਗਣਨਾਵਾਂ ਦਰਸਾਉਂਦੀਆਂ ਹਨ ਕਿ ਜੇਕਰ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ INR 10,000 ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ (ਕੁੱਲ INR12,00,000) ਤੁਸੀਂ ਕਮਾਈ ਕਰੋਗੇ27,86,573 ਰੁਪਏ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਤੁਸੀਂ ਜੋ ਸ਼ੁੱਧ ਲਾਭ ਕਮਾਉਂਦੇ ਹੋ15,86,573 ਰੁਪਏ. ਕੀ ਇਹ ਬਹੁਤ ਵਧੀਆ ਨਹੀਂ ਹੈ!
ਕੇਨਰਾ ਰੋਬੇਕੋ ਐਸਆਈਪੀ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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